A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 59,128 shares of DFAX stock, worth $1.89 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
59,128
Previous 85,278 30.66%
Holding current value
$1.89 Million
Previous $2.5 Million 25.92%
% of portfolio
0.04%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025

SELL
$29.25 - $31.56 $764,887 - $825,294
-26,150 Reduced 30.66%
59,128 $1.86 Million
Q2 2025

Jul 28, 2025

SELL
$23.37 - $29.39 $246,436 - $309,917
-10,545 Reduced 11.0%
85,278 $2.5 Million
Q1 2025

Apr 30, 2025

BUY
$24.45 - $27.2 $2.34 Million - $2.61 Million
95,823 New
95,823 $2.51 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.